ORANGEWOOD FOUNDATION (EIN 953616628) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

JOHN LUKER

Phone

7146190200

Tax Period

2024-07-01 to 2025-06-30

ORANGEWOOD FOUNDATION, founded in 1980, is a mid-sized nonprofit in the Crime & Legal sector that reported $24.9M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $3.9M, a strong 16% operating margin.

Mission

TO STRIVE FOR EQUITY FOR OUR YOUTH BY VALUING AND SUPPORTING THE LIFE THEY ENVISION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $20,994,217

Program Service Revenue $2,767,733

Investment Income $1,112,029

Other Revenue $5,111

TOTAL REVENUE $24,879,090

Expense Breakdown

Grants Paid $1,102,412

Salaries & Benefits $10,797,317

Fundraising Expenses $1,110,839

Program Expenses $15,456,374

Other Expenses $9,047,620

TOTAL EXPENSES $20,947,349

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,879,090	$20,835,527	+0.2%
Expenses	$20,947,349	$17,859,550	+0.2%
Net Income	$3,931,741	$2,975,977	+0.3%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

155

Volunteers

1100

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$743,518

Total Directors

Key Employees

$991,839

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM HOROWITZ	DIRECTOR	1.00	Director	$0	$0	$0
ALAN CLIFTON	TREASURER	1.00	Officer Director	$0	$0	$0
ANDY PHILLIPS	VICE CHAIR	1.00	Director	$0	$0	$0
BARRY MCMANUS	DIRECTOR	1.00	Director	$0	$0	$0
BOB ISTWAN	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON FETTA	DIRECTOR	1.00	Director	$0	$0	$0
CASANDRA WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL M HOUCK II	DIRECTOR	1.00	Director	$0	$0	$0
DAVE L DUNN	DIRECTOR	1.00	Director	$0	$0	$0
EMILY JAMESON	DIRECTOR	1.00	Director	$0	$0	$0
GREG DUNLAP	DIRECTOR	1.00	Director	$0	$0	$0
HARRY LANGENBERG	DIRECTOR	1.00	Director	$0	$0	$0
JAIME HONG	DIRECTOR	1.00	Director	$0	$0	$0
JEFF ROOS	DIRECTOR	1.00	Director	$0	$0	$0
JO-E LOPEZ	VICE CHAIR	1.00	Director	$0	$0	$0
JOE LOZOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
JOHN STUMPF	DIRECTOR	1.00	Director	$0	$0	$0
KASEY SURYAN	DIRECTOR	1.00	Director	$0	$0	$0
KEITH DUGGAN	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY KIRKSEY	DIRECTOR	1.00	Director	$0	$0	$0
KRIS THEILER	DIRECTOR	1.00	Director	$0	$0	$0
SEAN CHAFFINS	DIRECTOR	1.00	Director	$0	$0	$0
LEILA ENTEZAM	DIRECTOR	1.00	Director	$0	$0	$0
MAEGAN LUJAN	DIRECTOR	1.00	Director	$0	$0	$0
MARISSA BARTH	DIRECTOR	1.00	Director	$0	$0	$0
SYLVIA PIZARROSO	DIRECTOR	1.00	Director	$0	$0	$0
MITCH A JUNKINS	DIRECTOR	1.00	Director	$0	$0	$0
MOHIT MITTAL	DIRECTOR	1.00	Director	$0	$0	$0
NEENA MASTER	DIRECTOR	1.00	Director	$0	$0	$0
PAUL TOBIN	CHAIR	1.00	Officer Director	$0	$0	$0
PIERO WEMYSS	DIRECTOR	1.00	Director	$0	$0	$0
RENEE PEPYS LOWE	DIRECTOR	1.00	Director	$0	$0	$0
RICK SHERBURNE	SECRETARY	1.00	Officer Director	$0	$0	$0
SANDRA JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
SONA SHAH	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN SAMUELI	DIRECTOR	1.00	Officer Director	$0	$0	$0
TEDD BARR	DIRECTOR	1.00	Director	$0	$0	$0
TIM RYAN	DIRECTOR	1.00	Director	$0	$0	$0
VIC MERJANIAN	DIRECTOR	1.00	Director	$0	$0	$0
VIKKI MURPHY	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS SIMONSEN	CEO	50.00	Officer	$405,960	$13,351	$419,311
JOHN LUKER	COO & CFO	45.00	Officer	$310,983	$13,224	$324,207
ANNIE BACH	CHIEF COMPLIANCE OFFICER	40.00	Key Emp	$167,275	$0	$167,275
JOY CORPORA	CHIEF PEOPLE & CULTURE OFFICER	50.00	Key Emp	$197,741	$6,712	$204,453
KENDRA PURYEAR	CHIEF DEVELOPMENT OFFICER	50.00	Key Emp	$213,730	$5,852	$219,582
RICK WIEPKING	CHIEF TECHNOLOGY OFFICER	50.00	Key Emp	$189,323	$2,722	$192,045
TIFFANY MITCHELL	CHIEF PROGRAM OFFICER	50.00	Key Emp	$195,546	$12,938	$208,484
LINDA GIEL	CONTROLLER	40.00	Highest	$140,090	$0	$140,090
NICOLE DUTRA	DIRECTOR OF MARKETING/COMM	40.00	Highest	$128,997	$0	$128,997
RANI MAMMEN	PROGRAM DIRECTOR-HOUSING	40.00	Highest	$116,794	$0	$116,794
TAMI DI PAOLO	PROGRAM DIRECTOR-SUPPORT SERVICES	40.00	Highest	$128,044	$0	$128,044
ENRIQUE MONTIEL	PROGRAM DIRECTOR-FOSTER YOUTH	40.00	Highest	$141,958	$0	$141,958

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$24,879,090	$20,947,349	$105,448,283	$3,931,741
2024	$20,835,527	$17,859,550	$98,173,693	$2,975,977
2023	$16,088,716	$16,849,556	$98,258,969	$-760,840
2022	$24,464,496	$15,201,973	$100,333,336	$9,262,523
2021	$12,931,368	$12,997,048	$98,720,097	$-65,680
2020	$22,005,330	$12,297,332	$99,096,701	$9,707,998
2019	$33,998,168	$10,563,421	$78,012,290	$23,434,747
2018	$19,536,246	$9,883,502	$54,860,903	$9,652,744

ORANGEWOOD FOUNDATION